Marshall Financial Group (Maryland)’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,033
| Closed | -$204K | – | 177 |
|
|
2023
Q1 | $204K | Buy |
+2,033
| New | +$204K | 0.07% | 169 |
|
|
2022
Q4 | – | Sell |
-2,576
| Closed | -$243K | – | 176 |
|
|
2022
Q3 | $243K | Sell |
2,576
-100
| -4% | -$9.43K | 0.1% | 163 |
|
|
2022
Q2 | $253K | Sell |
2,676
-527
| -16% | -$49.8K | 0.1% | 164 |
|
|
2022
Q1 | $439K | Sell |
3,203
-68
| -2% | -$9.32K | 0.18% | 148 |
|
|
2021
Q4 | $507K | Buy |
3,271
+2,902
| +786% | +$450K | 0.19% | 149 |
|
|
2021
Q3 | $369K | Sell |
369
-1,838
| -83% | -$1.84M | 0.19% | 135 |
|
|
2021
Q2 | $388K | Buy |
2,207
+51
| +2% | +$8.97K | 0.21% | 131 |
|
|
2021
Q1 | $398K | Sell |
2,156
-326
| -13% | -$60.2K | 0.24% | 103 |
|
|
2020
Q4 | $450K | Buy |
+2,482
| New | +$450K | 0.29% | 95 |
|